Client Liason Officers

The dedicated Client Liason Officer guides you through the process from beginning to end and is there to help in any way they can. They will carry out the financial review and gather all of your details as well as ascertaining your mortgage and protection requirements.

As a designated point of contact it will take away the frustration of you having to speak to a different person each time you contact us. Our CLO’s are personable, caring and able to make decisions and take actions to help you.
 


Moneybox Financials Limited: Registered in England No. 5492975. Registered address: West One, 114 Wellington Street, Leeds LS1 1BA.
Moneybox Financial Management is a trading name of Moneybox Financials Limited, which is an appointed representative of Legal & General Partnership Services Limited which is authorised
and regulated by the Financial Services Authority for advising on and arranging mortgages and insurance. Legal & General approval number: HOO64318.